Cornerstone Financial Planning, LLC

Investment Advisor
in Portsmouth, NH

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About this Advisor

Barry Betters is a certified financial planner who works in Portsmouth, New Hampshire, with 2 years of industry experience. Betters is an advisor for Cornerstone Financial Planning, LLC. Betters has gained experience at Fidelity Investments, Paladin Advisors, LLC, Zeiders Enterprises Inc and Cornerstone Financial Planning, LLC. Betters holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Maine, New Hampshire and Texas. Cornerstone Financial Planning, LLC is a firm operating out of Portsmouth, NH. The company has offices in two locations and a total of seven financial advisors. It controls $254 million in assets under management between its 902 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 902 accounts, 51% are held by high-net-worth clients who have at least $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which services are provided. Fee types charged by Cornerstone Financial Planning, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

210 Commerce Way Suite 230
Portsmouth, NH 03801

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Cornerstone Financial Planning, LLC Brokerage Details

Total Assets Under Management


NH Average: $509,638,208
Total Number of Employees


NH Average: 12
Total Number of Accounts


NH Average: 581
Average Account Size


NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Barry Betters Work History

Barry has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Cornerstone Financial Planning, LLC

2019 - 2021 (2 years)

Zeiders Enterprises Inc

2016 - 2019 (3 years)

Paladin Advisors, LLC

2011 - 2016 (5 years)

Fidelity Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Barry Betters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Financial Planning, LLC

Christina Traurig
Portsmouth, NH
Danielle Pensinger
Portsmouth, NH
Barry Betters
Portsmouth, NH
Mackenzie Arsenault
Portsmouth, NH
Sara Casale
Portland, ME
Bethany Goodrich
Portsmouth, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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